man, this is nasty.
people on $hood admittedly taking large positions for engagement; this individual is sitting on a 450k loss bc he felt invincible and was enjoying the clout and rush.
this platform makes people compare and chase others; the entire platform is built to maximize engagement and dopamine rushes.
yuck.
Regardless of what $sofi price action does here at the open, one thing is true - thesis is still fully intact.
"Durable compounding machine" is what I'm reading online; and it fits.
throwabull retweeted
$SOFI Interesting 2030 commentary:
"We see a clear path to:"
- 100m products by 2030.
- 5 business generating $1b+ revenue.
- 5 MORE generating $500m+ revenue.
- 5 MORE generating $100m+ revenue.
Wow.
throwabull retweeted
$SOFI resiliency:
-$800m impact from fair value marks (rate hikes).
+$734m hedge gains.
"Our hedges were highly effective in a volatile rate environment."
Yes. Yes, they were.
Excellent Q.
🚨SoFi $SOFI BEATS Q3 Estimates, Raises 2026 Outlook and Unveils Strong 2027 Guidance:
🟢 Revenue: $1.385 billion vs. $1.26 billion expected
🟢 Adjusted EPS: $0.18 vs. $0.17 expected
FY2026 Guidance – Raised
🟢 Revenue: $5.04 billion (+40% YoY) vs. $4.88 billion expected
🟢 Adjusted EPS: $0.61 vs. $0.59 expected
FY2027 Guidance – Strong Outlook
🟢 Revenue: $6.4 billion (+27% YoY) vs. $6.14 billion expected
🟢 Adjusted EPS: $0.90 vs. $0.82 expected
CEO Anthony Noto highlighted SoFi’s transformation into a diversified financial platform, with eight businesses now generating more than $100 million in annualized revenue.
We are now at the point of financial scale (revenue and profit) where our current capital position, in addition to our organic capital generation, is sufficient to fund our business and our planned growth in 2027.
Our guidance does not require raising additional capital and we are confident we can execute that plan organically given the balance sheet we have built, the capital we will generate organically from the business and the position we are in today.
throwabull retweeted
$SOFI -- this is what beautiful compounding looks like:
I wish we could all just be adults and acknowledge that no one is giving financial advice on X so we don't have to always preface with "NFA". If you're getting financial advice from the same spot that you can see porn or interact with bots from foreign countries... g'luck
yo @alexandr_wang you going to take this?
i have stink bids in for $sofi here incase they run it down today in intervals before end of day for earnings tomorrow.. all the way through $13 never know.
ole moness crespi knows what’s up
SoFi Technologies $SOFI initiated with a Buy at Monness Crespi
Monness Crespi initiated coverage of SoFi Technologies with a Buy rating and $20 price target.
The BNPL share of spending and neobanks' share as a portion of spending and lending have risen meaningfully over the past decade, though the next leg depends on intensity of use and some change in customer mix, the analyst tells investors in a note.

















